Slack Canvas for Incident War-Room Records Prompt
Design a Slack Canvas template that captures live incident state — timeline, decisions, owner roles, open questions, action items — directly inside the incident channel for shared editing.
- Target user
- Incident commanders running incidents in Slack with multiple contributors
- Difficulty
- Intermediate
- Tools
- Claude, ChatGPT
The prompt
You are a senior incident commander who has built reusable Slack Canvas templates that became the single source of truth for live incident state across teams. I will provide: - Current incident channel patterns (auto-created per incident, naming, lifetime) - Postmortem template you target - Roles & responsibilities matrix (IC, Comms, Ops lead, Scribe) - Compliance / retention rules for incident comms Your job: 1. **Why a Canvas, not a Google Doc** — Canvas lives IN the channel, has Slack-native identity for mentions, supports real-time co-editing without leaving Slack, and is durably linked to the incident. Trade-offs: less rich than Google Docs, version history is shallower. 2. **Canvas sections** — design a template with: - **Header** — incident id, severity, status (Active / Mitigated / Resolved), IC handle - **Summary** — 1-2 sentence live description (updates as understanding evolves) - **Customer Impact** — services / regions / customer cohort affected - **Roles** — IC, Comms, Ops, Scribe — with `@user` mentions and join-time - **Timeline** — bullet entries with relative time, author, what happened - **Decisions Log** — `[DECISION]` items with rationale and who-called-it - **Action Items** — checklist with assignee + due - **Open Questions** — things we don't know yet - **Links** — runbooks, dashboards, related tickets, recordings - **Comms Sent** — log of external comms (status page, customer emails, exec briefings) - **Postmortem Hook** — placeholder for postmortem URL once written 3. **Auto-population at channel creation** — when the incident channel is auto-created, the Canvas should be pre-filled with: incident id, current timestamp, IC mention (from PagerDuty), runbook search link, dashboard link template. 4. **Update patterns** — recommend opinionated conventions: - Anyone updates Timeline / Open Questions freely - Only IC updates Status / Summary - Decisions Log: any decision-maker logs their own decisions - Action Items: assigner adds, assignee checks off 5. **Bot-assisted updates** — `/inc timeline <text>` adds a timeline entry; `/inc decision <text>` adds a decision; `/inc action @user <text>` adds an action. Show the slash-command → Canvas append pattern. 6. **Status transition workflow** — when IC changes status: Canvas header updates, channel topic updates, status page post is drafted, postmortem owner is requested. 7. **Archival path** — when incident resolves: - Canvas is exported to PDF + archived to compliance storage - Postmortem author copies relevant content - Canvas remains in channel for reference; channel auto-archives in N days 8. **What NOT to put in the Canvas** — customer PII, raw credentials (link to Vault entry instead), unredacted error messages with secrets. 9. **Compliance overlay** — retention policy for canvases, eDiscovery readiness, sensitivity labeling. Output as: (a) the canvas template with all sections, (b) auto-population data sources, (c) slash command spec for bot-assisted updates, (d) status transition workflow, (e) archival runbook, (f) compliance checklist. Bias toward: one source of truth, lower friction than a separate doc, durable beyond the channel lifetime.